2019-11-08T14:59:47-06:00 2018-12-31 BKD LLP PO BOX 3667 LITTLE ROCK AR 722033667 990 2018-01-01 133970491 JOHNSON O'CONNOR RESEARCH SUPPORT CORPORATION % DEREK C JOHNSON JOHN 6175361584 347 BEACON STREET BOSTON MA 021161102 DEREK C JOHNSON DIRECTOR OF FINANCE 6175361584 2019-11-08 true AMBER SHERRILL P00748683 5013721040 167.68.126.162 71015520193125000004 2019-11-08 P CC61051F674196C1A7C00C4FC8A1F1691B9B2D69 3F910C2EA158F392107FD01EE4BF28EF5850A170 2018 2020-04-17 16:48:07Z ANNE STEINER 347 BEACON STREET BOSTON MA 021161102 3851648 false X WWW.JOCRF.ORG X 1997 NY TO PROVIDE SUPPORT (FINANCIAL AND OTHERWISE) TO AFFILIATE CHARITABLE ORGANIZATIONS AND INDEPENDENT (MISSION STATEMENT CONTINUED ON SCHEDULE O). 13 8 0 11 23879 22879 0 0 0 0 1281846 936089 0 0 1281846 936089 872920 1202166 0 0 0 0 0 0 0 168637 191784 1041557 1393950 240289 -457861 20823410 18622741 2100 12041 20821310 18610700 TO PROVIDE SUPPORT (FINANCIAL AND OTHERWISE) TO AFFILIATE CHARITABLE ORGANIZATIONS AND INDEPENDENT RESEARCHERS IN ORDER TO FURTHER BY RESEARCH AND TESTS, AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS AVAILABLE TO THE PUBLIC. false false 1103866 1103866 0 PROVIDE FINANCIAL SUPPORT TO JOHNSON O'CONNOR RESEARCH FOUNDATION (95-2149001) IN ORDER TO FURTHER RESEARCH TESTS, MEASUREMENTS, PUBLICATIONS, AND TEACHING AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS THEREOF AVAILABLE TO THE PUBLIC AND TO PROVIDE SUPPORT TO COLLECT DATA AND TO DISSEMINATE KNOWLEDGE BY THE PUBLICATION AND DISTRIBUTION OF WRITINGS, PAPERS, BOOKS, PAMPHLETS, TESTS, BROCHURES, REPORTS, BULLETINS, GUIDES OR OTHER PUBLICATIONS. 98300 98300 0 PROVIDE FINANCIAL SUPPORT TO HUMAN ENGINEERING LABORATORY, INC. (95-2149000) IN ORDER TO FURTHER RESEARCH, TESTS, MEASUREMENTS, PUBLICATIONS, AND TEACHING AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS THEREOF AVAILABLE TO THE PUBLIC AND TO PROVIDE SUPPORT TO COLLECT DATA AND TO DISSEMINATE KNOWLEDGE BY THE PUBLICATION AND DISTRIBUTION OF WRITINGS, PAPERS, BOOKS, PAMPHLETS, TESTS, BROCHURES, REPORTS, BULLETINS, GUIDES OR OTHER PUBLICATIONS. 1202166 true false false false false false false false false true false true false false false false false true false false false false false false false false false true false true false false false false false false false false false false false false false true true true false false true 0 0 true 0 true true false false false false false false false false false false false X 13 8 false false false false true true false true true false false true true true true true true true true false NY X DEREK C JOHNSON 6175361584 347 BEACON STREET BOSTON MA 02116 JEFFREY WYATT TRUSTEE 1.0 2.0 X 0 0 0 ALICE CAMPBELL TRUSTEE/CHAIR/ASST TREASURER 1.0 2.0 X X 0 0 0 ELLEN LEIFER TRUSTEE 1.0 2.0 X 0 34657 0 WENDY BIGELOW TRUSTEE/DIR-TESTING (JAN-FEB) 1.0 2.0 X 0 52480 9502 KURT CONOVER TRUSTEE 1.0 2.0 X 0 1000 0 GARY SMOKE TRUSTEE 1.0 2.0 X 0 0 0 FRANKLIN STOWELL TRUSTEE/VICE CHAIRPERSON 1.0 2.0 X X 0 0 0 FRANCIS MACCONOCHIE TRUSTEE 1.0 2.0 X 0 0 0 CHRIS CONDON TRUSTEE 1.0 2.0 X 0 0 0 DAVID RANSOM TRUSTEE 1.0 2.0 X 0 0 0 ANNE STEINER TRUSTEE & PRESIDENT 4.0 36.25 X X 0 118348 44566 RICHARD BOWKER TRUSTEE 1.0 2.0 X 0 0 0 TIMOTHY FITZGERALD TRUSTEE/TREASURER/LAB DIR/SEC 1.0 37.25 X X 0 96725 25211 DEREK C JOHNSON DIRECTOR OF FINANCE 4.0 36.25 X 0 94713 25918 RUSSELL BURKE VP & DIRECTOR OF RESEARCH 1.0 37.25 X 0 84572 23306 THOMAS JENSEN VP & DIRECTOR OF OPERATIONS 1.0 37.25 X 0 94127 24618 HOLLY WILHELM SECRETARY 1.0 30.0 X 0 39134 5810 0 615756 158931 0 false true false MORGAN STANLEY 600 LONG WATER DRIVE NORWELL MA 02061 INVESTMENT ADVISOR 155499 1 0 0 747704 -342 748046 0 0 0 0 0 3103944 2915559 188385 188385 24221 164164 0 0 0 0 0 0 0 0 0 0 936089 23879 912210 1202166 1202166 0 0 0 0 0 0 0 0 0 0 0 9941 0 9941 0 0 0 155499 155499 0 0 0 0 0 0 0 0 0 0 0 0 0 NATIONAL ALLOCATION 25426 0 25426 0 UBIT 918 0 918 0 . 0 . 0 1393950 1202166 191784 0 16624 21937 0 0 0 0 41326 38936 0 0 0 0 0 0 0 0 33412 0 0 0 19462027 17372086 1270021 1189782 0 0 0 0 0 0 20823410 18622741 2100 12041 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2100 12041 X 20821310 18610700 0 0 0 0 20821310 18610700 20823410 18622741 -457861 -1750670 -2079 X false true X true false X X X 2 JOHNSON O'CONNOR RESEARCH FOUNDATION INC 952149001 10 true 1103866 0 HUMAN ENGINEERING LABORATORY INC 952149000 10 true 98300 0 2 1202166 0 true false false false false false false false false false false false false false false false true 20771294 -970080 1200410 18600804 19159968 2702263 950191 140746 20771294 19212712 1117122 1032799 137067 19159968 20732906 -269774 1094022 156398 19212712 21092872 901777 1120510 141233 20732906 1.00000 false false FORESTER PARTNERS INVESTMENT 1189782 C 1189782 FORM 990, SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE USED TO PROVIDE OPERATIONAL SUPPORT FOR ITS TWO SUPPORTED ORGANIZATIONS AS WELL AS GRANTS FOR RESEARCH PURPOSES. FORM 990, SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true JOHNSON O'CONNOR RESEARCH FOUNDATION 347 BEACON STREET BOSTON MA 02116 952149001 501(C)(3) 1103866 N/A N/A TESTING ADMINISTRATION HUMAN ENGINEERING LABORATORY INC 347 BEACON STREET BOSTON MA 02116 952149000 501(C)(3) 98300 N/A N/A TESTING ADMINISTRATION 2 FORM 990, SCHEDULE I, PART I, LINE 2 THE EXECUTIVES AND OFFICERS OF THE JOHNSON O'CONNOR RESEARCH SUPPORT CORPORATION (GRANTOR) ARE ALSO THE EXECUTIVES AND OFFICERS OF THE JOHNSON O'CONNOR RESEARCH FOUNDATION INC. (GRANTEE). THE FUNDS ARE USED IN SUPPORT OF THE SUPPORTED 501 (C) (3) MISSION. THE EXECUTIVES, OFFICERS, AND RESEARCH DEPARTMENT MONITOR AND COLLABORATE WITH OUTSIDE ACADEMIC RESEARCHERS SUPPLYING DATA AND MATERIAL ASSISTANCE. PAYMENT IS COMPLETED UPON PUBLICATION OF RESEARCH FINDINGS IN SCHOLARLY JOURNALS. true false false false false false false false false ANNE STEINER TRUSTEE & PRESIDENT 0 118348 0 0 0 0 0 16762 0 27804 0 162914 0 SCHEDULE J, PART I, LINE 4A WENDY BIGELOW RECEIVED SEVERANCE PAY FROM A RELATED ORGANIZATION IN THE AMOUNT OF $30,094. FORM 990, PART I, LINE 1 RESEARCHERS IN ORDER TO FURTHER BY RESEARCH AND TESTS, AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION A, LINE 6 JOHNSON O'CONNOR RESEARCH FOUNDATION, INC. HAS MEMBERS. THE ORIGINAL MEMBERS OF THE ORGANIZATION WERE THE INCORPORATORS. THROUGH THE YEARS VACANCIES HAVE BEEN FILLED AND NEW INDIVIDUALS HAVE BECOME MEMBERS. ACCORDING TO ARTICLE II SECTION 1 OF THE BY-LAWS OF THE ORGANIZATION, NEW MEMBERS ARE ELECTED BY THE CURRENT MEMBERS BY MAJORITY VOTE. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY OF THIS ORGANIZATION IS A BOARD OF TRUSTEES. AS STATED IN THE BY-LAWS ARTICLE III SECTION 1, "THE TRUSTEES SHALL BE ELECTED FOR A TERM OF 1 YEAR AT THE ANNUAL MEETING OF MEMBERS, AND SHALL SERVE FOR THE TERM FOR WHICH THEY HAVE BEEN ELECTED AND/OR THEIR SUCCESSORS HAVE BEEN DULY CHOSEN AND QUALIFIED..." THE BOARD OF TRUSTEES DOES NOT NEED MEMBER APPROVAL FOR ANY OF ITS DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B AFTER MANAGEMENT HAS REVIEWED THE FORM 990 AND PRIOR TO ITS SUBMISSION, COPIES OF THE FORM 990 WILL BE DISTRIBUTED TO ALL MEMBERS OF THE ORGANIZATION'S GOVERNING BODY GIVING THEM THE OPPORTUNITY TO PROPERLY REVIEW AND COMMENT ON THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED BY EACH TRUSTEE ANNUALLY. MONITORING POSSIBLE CONFLICTS IS PART OF FINANCIAL CONTROLS AND OVERSIGHT. ALL EXPENSE CHECKS ARE SIGNED BY TWO INDIVIDUALS; ALL SIGNIFICANT EXPENSES ARE VOTED ON BY AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND APPROVED REGULARLY BY THE FULL BOARD; THE BOOKS AND RECORDS ARE AUDITED BY AN INDEPENDENT AUDITING FIRM ANNUALLY. THERE HAVE BEEN NO PAYMENTS OR LOANS TO OR PURCHASES FROM ANY BOARD MEMBER. MONITORING INCLUDES REVIEW OF ANY PERSONS WITH POTENTIAL FINANCIAL INTEREST IN ENGAGING DIRECTLY WITH OR INDIRECTLY WITH THE ORGANIZATION AND RECEIVING COMPENSATION OR GIFTS AND FAVORS. IF THERE WERE EVER A CONFLICT, ENFORCEMENT WOULD INCLUDE REVIEW OF THE POTENTIAL CONFLICT TO INCLUDE ALL MATERIAL FACTS AND A VOTE. ANY SUCH PERSON IN QUESTION WOULD NOT BE INCLUDED IN THE REVIEW OR VOTE. THE BOARD WOULD ADDRESS THE CONFLICT BY HEARING BOTH INTERESTED AND DISINTERESTED PARTIES AND DETERMINING IF A REASONABLE AGREEMENT COULD BE MADE THAT WOULD RESULT IN A MORE ADVANTAGEOUS TRANSACTION, IF IT WERE EVER DETERMINED THAT ANY SUCH PERSON WERE TO HAVE FAILED TO DISCLOSE POSSIBLE CONFLICTS, THEN THE BOARD WOULD REVIEW THE REASON FOR SUCH FAILURE AND TAKE APPROPRIATE CORRECTIVE ACTION. ALL OF THESE PROCEEDINGS WOULD BE RECORDED IN THE MINUTES OF THESE MEETINGS TO INCLUDE ANY SUCH PERSONS INVOLVED AND THE PERSONS REVIEWING AND VOTING. ADDITIONALLY THERE ARE PERIODIC REVIEWS OF COMPENSATION AND PARTNERSHIPS OR JOINT VENTURES WHICH MAY OR MAY NOT INCLUDE THE USE OF OUTSIDE EXPERTS. FORM 990, PART VI, SECTION B, LINES 15A & 15B THE BOARD OF TRUSTEES USES PUBLISHED MANAGEMENT COMPENSATION REPORTS FROM PRM CONSULTING, INC. AND OTHER AVAILABLE REVIEW MATERIAL TO SET SALARY LEVELS FOR THE PRESIDENT AND ALL OTHER OFFICERS. OFFICERS UNDER SALARY REVIEW WHO SERVE ON THE BOARD OF TRUSTEES DO NOT PARTICIPATE IN SALARY DISCUSSIONS AND VOTES BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO ANY INDIVIDUAL WHO WISHES TO REVIEW THEM. JOHNSON O'CONNOR RESEARCH FOUNDATION IN 347 BEACON STREET BOSTON MA 02116 952149001 TEST/RESEARCH NY 501(C)(3) 10 NA true HUMAN ENGINEERING LABORATORY INC 347 BEACON STREET BOSTON MA 02116 952149000 TEST/RESEARCH MA 501(C)(3) 10 NA true false true false false false false false false false false false false false true true false false false false JOHNSON O'CONNOR RESEARCH FOUNDATION INC B 1103866 FMV HUMAN ENGINEERING LABORATORY INC B 98300 FMV